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Home > Institutional Investor > Vista Finance, Llc > Profile

Instuitional Investor - Vista Finance, Llc

Fund Profile
Filing Period:
Fund Name: Vista Finance, Llc
Portfolio Value $97,406,506
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 63,167 $15,294,538 15.7%
2.
Fs Credit Opportunities Corp
 1,711,019 $11,669,153 11.97%
3.
Ares Capital Corp
 ARCC 384,308 $8,412,502 8.63%
4.
Ishares Trust
 IEF 183,740 $7,684,019 7.88%
5.
Alps Etf Trust
 153,159 $7,376,119 7.57%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)